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Who they serve

Fee-only advisors for multi-generational families

Multi-generational families bring planning challenges that don't surface in a single-household relationship: financial education across generations, governance and decision-rights, gifting and dynasty trusts, family meetings, and the coordination that lets a senior generation transfer wealth and stewardship without losing alignment.

By the numbers

The Wellspent public graph lists 2,589 fee-only financial advisors who work with multi-generational families at 678 firms, most in Boston, Houston and Atlanta. 36% hold the CFP certification. Of the 2588 with fees on file, 97% charge percentage of assets.

Advisors listed
2,589
Firms
678
Cities
525
Hold the CFP
36%
  • Other credentials: CFA 15% · CPA 1% · EA 0%
  • How they charge (of 2588 with fees on file): percentage of assets 97% · fixed fees 62% · hourly 44% · performance-based fees 7%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors who work with multi-generational families

Fee-only advisors who work with multi-generational families: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Apostolos Paul Lountzis Lountzis Asset Management Wyomissing Not listed Percentage of assets
April Pica Tranquility Partners Brentwood Not listed Percentage of assets
Barbara Spicer Concorde Investment Management Dallas Not listed Percentage of assets, Hourly
Barrington Gist Heritage Private Wealth Nashville Not listed Percentage of assets, Hourly
Barry Wynn Colonial Trust Company Spartanburg Not listed Percentage of assets, Fixed fees
Baylee Zeigler Vigil Wealth Management Ponte Vedra Beach Not listed Percentage of assets, Hourly
Ben Duronio Tomoro Colts Neck Not listed Percentage of assets, Hourly
Bennett Wood Surience Private Wealth Yakima Not listed Percentage of assets, Hourly
Bernard Lanigan Southeast Asset Advisors Thomasville Not listed Percentage of assets, Hourly
Bradley Riccardi Integra Global Advisors Stamford Not listed Percentage of assets, Performance-based fees
Brady Hogan Paragon Capital Management Overland Park Not listed Percentage of assets
Brendan Clune Timber Creek Capital Management Boston Not listed Percentage of assets
Brett Sherman Madrona Wealth Management Happy Valley Not listed Percentage of assets, Hourly
Brittany Bynum Colonial Trust Company Spartanburg Not listed Percentage of assets, Fixed fees
Brittney Della Torre GPM Growth Investors Bloomfield Hills Not listed Percentage of assets
Bryan Gould Ultra Advisory Group Irvine Not listed Percentage of assets, Hourly
Bryan Trochessett San Blas Capital Port St. Joe Not listed Percentage of assets
Burton Wiand Aspen Grove Capital Avon Not listed Percentage of assets, Fixed fees
Charles Clementson Colonial Trust Company Spartanburg Not listed Percentage of assets, Fixed fees
Charles Roehrer GPM Growth Investors Bloomfield Hills Not listed Percentage of assets
Christen Dusselier Mitchell Capital Management Leawood Not listed Percentage of assets
Christopher O'Neill Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
Christopher Parker Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Cody Terrion Atlas Financial Wynnewood Not listed Percentage of assets, Fixed fees
Cory Mizell Cove Wealth Management Houston Not listed Percentage of assets, Hourly
Courtney Ringlein Aspen Grove Capital Avon Not listed Percentage of assets, Fixed fees
Craig Novorr Paragon Capital Management Overland Park Not listed Percentage of assets
Cullen Coxe Colonial Trust Company Greenville Not listed Percentage of assets, Fixed fees
Daniel Carr Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
Daniel Doucette Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
Daniel Green Paragon Capital Management Overland Park Not listed Percentage of assets
Daniel Sullivan Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
David Fletcher Southeast Asset Advisors Tallahassee Not listed Percentage of assets, Hourly
David Giannini Truvista Advisors Redmond Not listed Percentage of assets
David Morgan High Net Worth Advisory Group Naples Not listed Percentage of assets, Hourly
David Mozeika Tomoro Red Bank Not listed Percentage of assets, Hourly
David Watson Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
Davide Accomazzo Thalassa Capital Thousand Oaks Not listed Percentage of assets
Dawneen Oehlerich KilterHowling Whitefish Not listed Percentage of assets
Denton Jones Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Diego Arias Parcion Private Wealth Bellevue Not listed Percentage of assets, Fixed fees
Eugene Pal Paragon Capital Management Overland Park Not listed Percentage of assets
Evan Finkel Integra Global Advisors Stamford Not listed Percentage of assets, Performance-based fees
Evan Gruchot Solyco Wealth Birmingham Not listed Percentage of assets, Hourly
Francis Gilbride Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Gary Wood Concorde Investment Management Dallas Not listed Percentage of assets, Hourly
George Ferrel PUREfi Wealth Boston Not listed Percentage of assets, Hourly
George Whitmore Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
Granger Osborne Southeast Asset Advisors Charleston Not listed Percentage of assets, Hourly
Gregory Wood Concorde Investment Management Dallas Not listed Percentage of assets, Hourly

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Related lists

Specialties that serve multi-generational families